UB
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UMB Bank’s Evercore EVR Stock Holding History

UMB Bank’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$198K Buy
580
+14
+2% +$4.79K ﹤0.01% 737
2026
Q1 		$169K Buy
566
+37
+7% +$12.1K ﹤0.01% 745
2025
Q4 		$180K Buy
529
+126
+31% +$40.5K ﹤0.01% 704
2025
Q3 		$136K Buy
403
+5
+1% +$1.57K ﹤0.01% 753
2025
Q2 		$107K Buy
398
+10
+3% +$2.2K ﹤0.01% 800
2025
Q1 		$77.5K Buy
388
+161
+71% +$40.1K ﹤0.01% 875
2024
Q4 		$62.9K Buy
227
+25
+12% +$7.08K ﹤0.01% 826
2024
Q3 		$51.2K Buy
202
+73
+57% +$17.4K ﹤0.01% 867
2024
Q2 		$26.9K Buy
129
+1
+0.8% +$195 ﹤0.01% 986
2024
Q1 		$24.7K Buy
128
+10
+8% +$1.81K ﹤0.01% 1011
2023
Q4 		$20.2K Hold
118
– – ﹤0.01% 1057
2023
Q3 		$16.3K Hold
118
– – ﹤0.01% 1134
2023
Q2 		$14.6K Hold
118
– – ﹤0.01% 1184
2023
Q1 		$13.6K Hold
118
– – ﹤0.01% 1203
2022
Q4 		$13K Sell
118
-5
-4% -$522 ﹤0.01% 1216
2022
Q3 		$10K Sell
123
-83
-40% -$7.85K ﹤0.01% 1302
2022
Q2 		$19K Buy
206
+190
+1,188% +$20.2K ﹤0.01% 1195
2022
Q1 		$2K Hold
16
– – ﹤0.01% 1813
2021
Q4 		$2K Buy
+16
New +$2.33K ﹤0.01% 1801

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UMB Bank's EVR Position: Q2 2026 in Review

UMB Bank increased its Evercore (EVR) stake by 2.5% in Q2 2026, buying an estimated $4.79K and bringing the position to 580 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

UMB Bank first reported a position in EVR in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • UMB Bank held 580 shares of Evercore worth $198K as of Q2 2026.
  • UMB Bank bought 14 Evercore shares in Q2 2026, an estimated $4.79K.
  • Evercore made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #737 holding.
  • UMB Bank first reported a position in Evercore in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.